Insurance Producers Go Mobile Like Never Before with Vertafore Producer Advantage™

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New mobile application provides insurance agents capability to serve clients anytime and anywhere.

Expanding on its mobile offerings, Vertafore (, the leading provider of software that transforms the business of insurance, today announced the general availability of its Vertafore Producer Advantage™ mobile application. Available on iPhone and iPad, the application provides agency producers with a single, comprehensive solution they can access anywhere at any time so producers can work side-by-side with clients, talk through challenges and find solutions in real-time.

“Information is no longer stuck on a notepad at a producer’s desk. Our producers need it at their fingertips in real-time when they are in the field with clients at the point of interaction,” said Stephen Moriyama, Executive Vice President of Hayward Tilton & Rolapp and NetVU Chairman of the Board. “Mobility is about improving our client experience and making our agency more operationally efficient so agents are always connected to the agency to share information, get quotes and coordinate service without having to return to the office. Our producers that were slow to adopt other mobile solutions are running out and getting their iPad so they can start reaping the benefits of Vertafore Producer Advantage.”

Vertafore Producer Advantage is part of the Vertafore Agency Platform™; it brings together the capabilities of Pipeline Manager, AMS360 and ReferenceConnect. The mobile application helps producers capture new leads, maintain prospect and opportunity information, track sales and manage daily sales activities.

Key benefits of the Vertafore Producer Advantage application include:

  •     Increase sales by providing accurate information to clients and 24/7 service while working in an 8 to 5 world.
  •     Stay productive anywhere by updating prospects, opportunities, and activities from a mobile device and automatically import to Pipeline Manager on a producer’s desktop.
  •     Improve customer service with the ability to review client, policy and claims information from a producer’s mobile device and to answer service related questions in real-time.
  •     Instead of having to waste time using search engines or wading through individual publisher or internal carrier information, producers can quickly become subject matter experts with access to vital insurance information at their fingertips.

“Through our R&D and users’ group, we continuously see our customers tireless efforts to meet their client demands,” said Mark Craig, Senior Vice President of Product Management at Vertafore. “With Vertafore Producer Advantage we are empowering agencies to better service those needs. This latest innovation is a result of our own commitment to provide the best solutions to our customers.”

Available for download in the iTunes store, the application is currently free for Vertafore Agency Platform users or any clients currently using the Pipeline Manager. The application can also be used by Sagitta customers.

Today’s leading agencies are moving beyond agency management systems, embracing new tools and technologies to help them grow their businesses. Learn more here -

About Vertafore
Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable. For more information about Vertafore, please visit

© 2013 Vertafore, Inc. the Vertafore logo, and other trademarks are trademarks of Vertafore and its subsidiaries. Third party trademarks are trademarks of their respective holders. All rights reserved.

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Kellen Davison
Vertafore, Inc.
+1 (425) 354-6819
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